No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| KAISER PERMANENTE N/A | Contract Administrator; Claims processing; Other services; Direct payment from the plan Service code 12 | 10121 SE SUNNYSIDE ROAD, STE 125 CLACKAMAS, OR 97015 | $10.3M |
| BLUE SHIELD OF CA N/A | Direct payment from the plan; Contract Administrator; Other services; Claims processing Service code 12 | 2 EMBARCADERO CENTER, STE 1310 SAN FRANCISCO, CA 94111 | $7.0M |
| BAS, INC. EIN 23-2635985 N/A | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $2.6M |
| GALLAGHER BENEFIT SERVICES EIN 36-4291971 N/A | Plan Administrator; Insurance services; Consulting (pension); Direct payment from the plan Service code 14 | — | $2.5M |
| DELTA DENTAL N/A | Direct payment from the plan; Claims processing; Contract Administrator; Other services Service code 12 | 1333 BROADWAY, STE 800 OAKLAND, CA 94612 | $973K |
| CONCIERGE NURSE NAVIGATOR EIN 85-1793018 N/A | Direct payment from the plan; Other services Service code 49 | — | $850K |
| ARMANINO LLP EIN 94-6214841 N/A | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $608K |
| LEWIS & ELLIS, INC. EIN 75-1281520 N/A | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $500K |
| HINSHAW & CULBERTSON, LLP EIN 36-2128133 N/A | Legal; Direct payment from the plan Service code 29 | — | $351K |
| ZABIT MEDIA, INC. EIN 81-0926272 N/A | Direct payment from the plan; Other services Service code 49 | — | $343K |
| ONE MEDICAL-PEAKMED COLORADO, LLC EIN 81-3891357 N/A | Direct payment from the plan; Other services Service code 49 | — | $222K |
| ARTHUR J GALLAGHER & CO. EIN 36-4291971 N/A | Insurance services; Direct payment from the plan Service code 23 | — | $194K |
| WADE AUBRY, MD N/A | Direct payment from the plan; Consulting (general) Service code 16 | 535 REMILLARD DRIVE HILLSBOROUGH, CA 94010 | $172K |
| VISION SERVICE PLAN N/A | Claims processing; Contract Administrator; Other services; Direct payment from the plan Service code 12 | 100 PRINGLE AVE, STE 650 WALNUT CREEK, CA 94596 | $154K |
| MOSS ADAMS LLP EIN 91-0189318 N/A | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $99K |
| BEACON POINTE ADVISORS EIN 68-0488677 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $86K |
| CERIDIAN HCM, INC. EIN 59-3228107 N/A | Other services; Direct payment from the plan Service code 49 | — | $45K |
| SEGALL BRYANT & HAMILL, LLC EIN 41-1788385 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $41K |
| US BANK EIN 31-0841368 N/A | Investment management; Investment management fees paid directly by plan Service code 28 | — | $37K |
| DAYFORCE US, INC. EIN 59-3228107 N/A | Other services; Direct payment from the plan Service code 49 | — | $31K |
| HEALTH MANAGEMENT SYSTEMS, INC EIN 13-2770433 N/A | Direct payment from the plan; Consulting (general) Service code 16 | — | $28K |
| BOSTON COMMON ASSET MGMT N/A | Investment management fees paid directly by plan; Investment management Service code 28 | 200 STATE STREET, 7TH FLOOR BOSTON, MA 02109 | $27K |
| INSTITUTIONAL SHAREHOLDER SVS, INC EIN 06-1541449 N/A | Direct payment from the plan; Other services Service code 49 | — | $25K |
| BROWN ADVISORY N/A | Investment management; Investment management fees paid directly by plan Service code 28 | 901 SOUTH BOND STREET, SUITE 400 BALTIMORE, MD 21231 | $21K |
| STERLING CAPITAL EIN 42-1658828 N/A | Investment management; Investment management fees paid directly by plan Service code 28 | — | $17K |
| FIDUCIARY MANAGEMENT, INC. EIN 39-1346018 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $17K |
| SURFSIDE COMPUTING LLC EIN 47-5574061 N/A | Direct payment from the plan; Consulting (general) Service code 16 | — | $17K |
| LINDY FLEMMING PRODUCTIONS N/A | Other services; Direct payment from the plan Service code 49 | 287 BOLINAS ROAD FAIRFAX, CA 94930 | $17K |
| CHAMPLAIN INVESTMENTS EIN 20-1367417 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $15K |
| JOSE LARA EIN 47-4151458 N/A | Direct payment from the plan; Consulting (general) Service code 16 | — | $13K |
| BANK OF AMERICA N/A | Investment management; Investment management fees paid directly by plan Service code 28 | 100 NORTH TRYON STREET CHARLOTTE, NC 28255 | $12K |
| IRON MOUNTAIN EIN 23-2588479 N/A | Other services; Direct payment from the plan Service code 49 | — | $12K |
| THE PRINTING BUSINESS, INC. EIN 94-1627326 N/A | Other services; Direct payment from the plan Service code 49 | — | $11K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 22,433 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 81 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 22,514 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | HM LIFE INSURANCE COMPANY | 22,514 | $4.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 22,514 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.